Under the general direction of the Controller, the Financial Analyst provides a variety of financial data maintaining and updating corporate financial models and plans. Manages a variety of duties pertaining to financial reporting functions in accordance with established policies, procedures and strategic goals.
We are looking for candidates with:
• Bachelor’s degree in business, accounting or finance or equivalent through specialized coursework and training.
• At least five years of experience in accounting or finance.
• At least two years of experience with financial reporting and analysis which includes knowledge of generally accepted accounting principles (GAAP) in a environment
• Experience with interest rate risk management and investment securities, preferred
• Proficiency in Microsoft Word and Excel
• Solid analytical, problem-solving, and organizational skills
• Strong attention to detail accompanied by ability to manage large quantities of detailed information with high levels of accuracy
• Good written and oral communication skills – can articulate clearly with all levels of employees
• Demonstrated ability to work independently and meet deadlines
Essential Job Functions:
• Assists with gathering data, analyzing, understanding and producing balance sheet and net interest income forecasts and related interest rate risk in an effort to meet profitability objectives. Coordinates the asset/liability modeling and generates various analyses in conjunction with external vendor.
• Prepares reports required by external auditors, tax department advisors and agencies; timely and accurately. Assists with performing accounting and regulatory related research regarding various subject matters as needed.
• Assists with month-end, quarter-end, and year-end close for assigned functional areas. Participates in budget process as needed. Researches and prepares variance analysis and explanations.
• Assists with the preparation and development of the operating and capital budgets. Analyzes the operating budget on a monthly basis and provides reports to the Assistant Controller identifying areas for improvement.
• Assists with the preparation of the quarterly Liquidity Stress Testing. Works with lending staff to coordinate credit stress testing analysis, as needed.